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Schwab Fundamental US Large Company Index ETF

354 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 152 increasing their positions, 102 reducing their positions, and 34 closing their positions.

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
6.12%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
0.67%
New
34
Increased
152
Reduced
102
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BDF
201
Balasa Dinverno & Foltz
$325K 6,797
MCM
202
MAI Capital Management
Ohio
$323K 6,760 -10,845 -62%
GVAG
203
Great Valley Advisor Group
Delaware
$323K 6,771
CW
204
CreativeOne Wealth
Kansas
$317K 6,641 +51 +0.8%
LWAC
205
Laurel Wealth Advisors (California)
California
$312K 6,536 +26 +0.4%
TWP
206
Tempus Wealth Planning
California
$312K 6,541 +6,541 New
ZIMP
207
Zimmermann Investment Management & Planning
Pennsylvania
$297K 6,216 -29,908 -83%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$297K 6,218 +1,056 +20%
DY
209
Dowling & Yahnke
California
$295K 6,174 +2,053 +50%
SHGA
210
Sand Hill Global Advisors
California
$295K 6,181 +6,181 New
BPA
211
Beacon Pointe Advisors
California
$290K 6,070 -630 -9%
MCM
212
Maryland Capital Management
Maryland
$290K 6,080 +776 +15%
SWM
213
Stockman Wealth Management
Montana
$286K 5,980 +600 +11%
AAS
214
Avantax Advisory Services
Texas
$282K 5,905 +669 +13%
LI
215
Lafayette Investments
Maryland
$279K 5,852 +5,852 New
ICG
216
InterOcean Capital Group
Tennessee
$276K 5,778 -4,613 -44%
HWM
217
HB Wealth Management
Georgia
$275K 5,755 -65 -1%
ACA
218
Ackerman Capital Advisors
Texas
$273K 5,720
IWC
219
Integrated Wealth Concepts
Massachusetts
$272K 5,692 -355 -6%
William Blair & Company
220
William Blair & Company
Illinois
$270K 5,647 -269 -5%
LGWM
221
Litman Gregory Wealth Management
California
$268K 5,607
AWS
222
Atria Wealth Solutions
New York
$262K 5,482 -52 -0.9%
GAM
223
Garrison Asset Management
Arkansas
$255K 5,329
SWP
224
Strategic Wealth Partners
Ohio
$254K 5,325 -1,000 -16%
BEAM
225
Baker Ellis Asset Management
Washington
$253K 5,300 -1,000 -16%